+772.0%
WDC vs WEC
+60.5%
+711.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.1% | +8.8% | +10.3% |
| 7D | -14.4% | +0.2% | -14.6% | -14.3% |
| 30D | -27.1% | +12.9% | -40.0% | -23.8% |
| 3M | -33.3% | +9.8% | -43.0% | -30.7% |
| 6M | -39.6% | +6.7% | -46.3% | -37.9% |
| YTD | +68.4% | +14.0% | +54.4% | +75.6% |
| 1Y | +78.2% | +7.3% | +70.8% | +83.5% |
| 3Y | +772.0% | +63.8% | +708.2% | +911.8% |
| All | +772.0% | +60.5% | +711.5% | +911.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling